CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HGR ED (EIN 541691371) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

PATRICK REILLY

Phone

7033670333

Tax Period

2024-07-01 to 2025-06-30

CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HGR ED, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2018. Expenses of $1.8M left a modest 8% surplus.

Mission

EDUCATIONAL & RELIGIOUS; TO PROMOTE AND DEFEND FAITHFUL CATHOLIC EDUCATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,585,792

Program Service Revenue $128,744

Investment Income $201,062

Other Revenue $0

TOTAL REVENUE $2,915,598

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $1,741,514

Fundraising Expenses $559,877

Program Expenses $1,766,668

Other Expenses $795,007

TOTAL EXPENSES $2,541,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,915,598	$2,103,747	+0.4%
Expenses	$2,541,521	$2,718,893	-0.1%
Net Income	$374,077	$-615,146	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$437,376

Total Directors

$318,925

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV BJORN LUNDBERG	CHAPLAIN	0.15	Director	$0	$0	$0
FRANK HANNA	DIRECTOR	0.15	Director	$0	$0	$0
PAULA O'KEEFE	DIRECTOR	0.15	Director	$0	$0	$0
PATRICK KEARNS	TREASURER	0.15	Officer Director	$0	$0	$0
PATRICK J REILLY	PRESIDENT	50.00	Officer Director	$257,991	$60,934	$318,925
CYNTHIA LAIRD	SECRETARY	40.00	Officer	$96,384	$22,067	$118,451
KEVIN MURPHY	V.P. MKTG & COMMUNICATIONS	40.00	Highest	$177,957	$56,132	$234,089

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,915,598	$2,541,521	$2,862,457	$374,077
2024	$2,103,747	$2,718,893	$2,647,523	$-615,146
2023	$2,099,408	$2,403,808	$3,049,827	$-304,400
2022	$1,920,677	$1,923,877	$3,263,075	$-3,200
2021	$1,996,003	$1,600,378	$3,547,112	$395,625
2020	$1,850,658	$1,753,216	$3,119,681	$97,442
2019	$1,921,968	$1,759,675	$2,755,582	$162,293

CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HGR ED